SWG
Summit Wealth Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1M | Buy |
339,449
+239,992
| +241% | +$12.8M | 4.65% | 3 |
|
|
2025
Q1 | $5.22M | Buy |
99,457
+1,119
| +1% | +$58.8K | 1.53% | 19 |
|
|
2024
Q4 | $5.07M | Sell |
98,338
-10,170
| -9% | -$524K | 1.47% | 19 |
|
|
2024
Q3 | $5.83M | Sell |
108,508
-11,867
| -10% | -$637K | 1.68% | 16 |
|
|
2024
Q2 | $6.17M | Buy |
+120,375
| New | +$6.17M | 1.85% | 14 |
|
|
2023
Q3 | – | Sell |
-32,765
| Closed | -$1.66M | – | 51 |
|
|
2023
Q2 | $1.66M | Sell |
32,765
-1,061,710
| -97% | -$53.7M | 0.67% | 25 |
|
|
2023
Q1 | $21K | Buy |
+1,094,475
| New | +$21K | 0.5% | 31 |
|